D7Leadership Margin View
Units, sales, margin and trade-ins for any period across every branch, compared like for like, with alerts that act.
Live demo · made-up data
Software engineer · Data scientist
I build the software a business runs on, for the sales floor, the service shop, the plant floor, the front desk, and the people who run the business.
Microsoft Dynamics 365 and Power Platform, full-stack web apps, and the data and reporting behind them.
01 / What I build
I work on Microsoft Dynamics 365 and Power Platform, and on full-stack web apps: model-driven and canvas apps on Dataverse, Power Automate flows, reporting portals and the data behind them. The screens below are real demo modules, rebuilt from scratch at made-up companies with made-up data. Click one to use it full size.
Units, sales, margin and trade-ins for any period across every branch, compared like for like, with alerts that act.
Live demo · made-up dataAny unit at any branch, in stock or ever, as you type or from a pasted list.
Live demo · made-up dataOne place inside the CRM where a rep or manager finds every role-based dashboard, grouped by job.
Live demo · made-up dataWhich technicians are on a job right now, which are free, and who has not arrived.
Live demo · made-up dataThe automation that hands each new lead to its branch team, starts the response clock and reports its own failures.
Live demo · made-up dataEvery prior relationship with any party, including aliases and corporate family, as you type.
Live demo · made-up dataOne queue for every inquiry, owned by a team until claimed, on a business-hours clock.
Live demo · made-up dataFees worked, billed and collected for any period, compared like for like, with a bridge that ties to the cent.
Live demo · made-up data02 / What shipped
Some of the work from my current role at a multi-branch equipment dealer. Each one has a close recreation you can open and use. The companies and the data are made up.
03 / Skills and tools
The sections above show what I built. This is what I built it with, and where each tool fits.
TypeScript for web apps and every demo on this page, Python and SQL for data work, PowerShell for admin and release scripts, Power Fx and DAX inside Power Platform.
Model-driven and canvas apps on Dataverse, the flows behind them, and the reporting on top.
Full-stack web apps, reporting portals, and this site.
Where the data lives, from Dataverse tables to Postgres and BigQuery.
Cleaning, modeling and charting data, from a notebook to the dashboard people read.
I use AI coding tools every day. What they help write goes through the same review and release gate as everything else.
Building, deploying and running things, mostly from a terminal.
Checking changes before they ship, and running them after.
How this site is built
Next.js, React and TypeScript, styled with Tailwind CSS, checked by about 600 unit tests and 90 browser tests, and hosted on Vercel. The demos run on the same code, with made-up companies and data.
04 / How I work with people
Most of what makes a system work happens before and after the code. This is how I run a project.
I sit with the people who do the job today, watch how they do it, and write down the steps, the exceptions, and the workarounds. Requirements come from that, not from a form.
I run workshops with the stakeholders, then build a proof of concept and demo it while it is still rough. People react to a screen they can click far better than to a document.
I work in short iterations with a visible backlog. What people say in the demo goes into the next cycle, and they see it again a week or two later.
I write the guide, run the training, and stay close through the first weeks of real use. The system is done when the team runs it without me.
05 / How I run a platform
A platform is only as good as the care around it. These are the three rules I run every environment by.
Changes move from sandbox to production through a gate with an owner. Solutions travel in release packages through a pipeline under source control. Anything that cannot travel in a package is written down as a change entry, applied by a script, and checked afterwards.
Access follows the job, not the person. Each job gets a group with exactly the tables, apps, flows, and reports it needs, and one script sets the groups up the same way in every environment. Sandbox and production stay apart.
Requests to use AI tools come in through one front door, and people are told when they will hear back. Code written with AI help goes through the same review and the same gate as any other change, and a person asks for and approves each one.
Every change takes the same road
06 / Career
Software Engineer.
Client builds.
Founder and Solutions Engineer. Earlier, Founder and Solutions Consultant, Aug 2019 to Feb 2023.
IT Technical Specialist. → Power Platform Developer. → Director of IT. Led the plant's move from paper to digital.
Founder and Web Developer.
07 / Education and credentials
A graduate degree in data science in progress, a business systems degree completed, and Microsoft's solution architect training on top of years of hands-on work.
Brown University, online program
Bellevue University, Dean's List
Western Iowa Tech Community College, coursework
Credentials
PL-600T00 instructor-led course, certificate of achievement. Solution envisioning, architecture, security, release management, and integration for Dynamics 365 and Power Platform.